CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$360M
AUM Growth
+$6.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.24M
3
+$965K
4
ASML icon
ASML
ASML
+$642K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$435K

Top Sells

1
+$824K
2
+$781K
3
+$678K
4
AWK icon
American Water Works
AWK
+$518K
5
KAI icon
Kadant
KAI
+$509K

Sector Composition

1 Technology 38.52%
2 Healthcare 14.32%
3 Financials 9.85%
4 Industrials 9.36%
5 Consumer Staples 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABBV icon
76
AbbVie
ABBV
$388B
$887K 0.25%
3,880
-300
ORLY icon
77
O'Reilly Automotive
ORLY
$76.8B
$813K 0.23%
8,910
ABT icon
78
Abbott
ABT
$188B
$781K 0.22%
6,236
JPM icon
79
JPMorgan Chase
JPM
$764B
$711K 0.2%
2,208
+148
MA icon
80
Mastercard
MA
$444B
$689K 0.19%
1,207
GIS icon
81
General Mills
GIS
$21B
$679K 0.19%
14,597
-650
AFL icon
82
Aflac
AFL
$56.1B
$649K 0.18%
5,882
NEE icon
83
NextEra Energy
NEE
$193B
$607K 0.17%
7,558
COST icon
84
Costco
COST
$447B
$598K 0.17%
693
-12
A icon
85
Agilent Technologies
A
$31.5B
$597K 0.17%
4,387
AMZN icon
86
Amazon
AMZN
$2.23T
$589K 0.16%
2,552
+233
DIS icon
87
Walt Disney
DIS
$176B
$586K 0.16%
5,147
-3
QQQ icon
88
Invesco QQQ Trust
QQQ
$384B
$552K 0.15%
898
AZN icon
89
AstraZeneca
AZN
$295B
$542K 0.15%
5,900
APH icon
90
Amphenol
APH
$165B
$539K 0.15%
3,992
+104
TXN icon
91
Texas Instruments
TXN
$174B
$533K 0.15%
3,073
VOOG icon
92
Vanguard S&P 500 Growth ETF
VOOG
$21.3B
$530K 0.15%
1,192
+985
HIFS icon
93
Hingham Institution for Saving
HIFS
$586M
$514K 0.14%
1,810
GDX icon
94
VanEck Gold Miners ETF
GDX
$29.5B
$500K 0.14%
5,835
WTRG icon
95
Essential Utilities
WTRG
$11.8B
$488K 0.14%
12,729
MMM icon
96
3M
MMM
$79.5B
$480K 0.13%
2,995
CWT icon
97
California Water Service
CWT
$2.7B
$474K 0.13%
10,935
-300
XOM icon
98
Exxon Mobil
XOM
$651B
$472K 0.13%
3,921
-264
PAYX icon
99
Paychex
PAYX
$33.2B
$467K 0.13%
4,160
WMT icon
100
Walmart Inc
WMT
$1.01T
$457K 0.13%
4,101
2 3
4
5 6